Resume | Taylor Project Consulting

Resume

Culpeper Rotary Club, Rotary International, March 2021 – Present

Culpeper Free Clinic – Special Projects Volunteer

Generations Central Adult Day Center – Administrative Volunteer

Mar 2010 - Apr 2022

Portfolio Optimization & Data Strategy

Customer Success Lead

Led Customer Success Team responsible for the Financial Close management, Data Testing, User Training, User Support, and Communications.
Facilitated team meetings, including 60-guest monthly operations meetings.
Communications Manager
User Solution Guide Oversite

Financial Close Manager

As subject matter expert, led monthly, quarterly, and year-end financial close processes – a critical, high-visibility activity for the firm.
Created close checklists, templates, and schedules, including dependencies, required to track each financial close and maintain audit compliance.

Testing Lead

Leveraged skills built through Business Analytics certification to develop a rapid-delivery solution.
Created a document library for approximately 100 power users.
Coordinated all processes in the Hyperion Financial Reporting & Interactive Reporting testing lifecycle.

Apr 2006 - Mar 2010

Executive Assistant

Supported C-level executives in Marketing, International Business, Wholesale Relations, and IT.
Peer Mentor
Managed email and calendar requests, meetings, events, travel and relocation planning, and executive briefing schedules.